MAYPORT, LLC
NEWTON MA · SEC CIK 0001922875
$6.45亿2026Q2 申报市值
134持仓数
71.2%前十大占比 · 第一大 23.3%
8 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SPY 加仓+$1,085.50万
VOO 加仓+$659.13万
VTI 加仓+$524.61万
VGSH 加仓+$441.81万
VEA 加仓+$422.89万
2026Q2 卖出最多 按季末市值估算
BRK/A 清仓-$71.81万
TRNO 减仓-$59.90万
LMT 清仓-$29.25万
HONEYWELL INTL I 清仓-$23.66万
BA 减仓-$21.17万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| GWRE | GUIDEWIRE SOFTWARE INC | $35.28万 | 0.05% | 2,867 | 0 | 0.0% | — | 不变 |
| HTFL | HEARTFLOW INC | $35.21万 | 0.05% | 12,000 | 2,000 | 20.0% | $5.87万 | 加仓 |
| ETN | EATON CORP PLC | $34.40万 | 0.05% | 807 | 1 | 0.1% | $426 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $33.11万 | 0.05% | 570 | 570 | — | $33.11万 | 新建仓 |
| NFLX | NETFLIX INC. | $32.99万 | 0.05% | 4,620 | -331 | -6.7% | -$2.36万 | 减仓 |
| MCD | MCDONALDS CORP | $31.53万 | 0.05% | 1,167 | -135 | -10.4% | -$3.65万 | 减仓 |
| EXP | EAGLE MATLS INC | $30.89万 | 0.05% | 1,373 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $30.74万 | 0.05% | 329 | -10 | -2.9% | -$9,342 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $30.59万 | 0.05% | 265 | 265 | — | $30.59万 | 新建仓 |
| DFAI | DIMENSIONAL ETF TRUST | $30.46万 | 0.05% | 7,385 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $29.11万 | 0.05% | 4,255 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $28.82万 | 0.04% | 285 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $27.58万 | 0.04% | 700 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $27.46万 | 0.04% | 661 | -128 | -16.2% | -$5.32万 | 重新持有 |
| T | AT&T INC | $27.11万 | 0.04% | 13,098 | 672 | 5.4% | $1.39万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $27.03万 | 0.04% | 8,119 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR SERIES TRUST | $26.91万 | 0.04% | 3,983 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $26.04万 | 0.04% | 2,027 | 253 | 14.3% | $3.25万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $25.47万 | 0.04% | 6,334 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $25.35万 | 0.04% | 7,016 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $24.92万 | 0.04% | 2,745 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $24.78万 | 0.04% | 478 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $22.95万 | 0.04% | 614 | 614 | — | $22.95万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $22.20万 | 0.03% | 1,514 | 54 | 3.7% | $7,917 | 加仓 |
| IWM | ISHARES TR | $21.93万 | 0.03% | 730 | -124 | -14.5% | -$3.73万 | 重新持有 |
| SPEM | SPDR INDEX SHS FDS | $21.31万 | 0.03% | 4,116 | 4,116 | — | $21.31万 | 新建仓 |
| WMT | WALMART INC | $21.01万 | 0.03% | 1,855 | -47 | -2.5% | -$5,323 | 减仓 |
| AMGN | AMGEN INC | $20.80万 | 0.03% | 574 | 574 | — | $20.80万 | 新建仓 |
| MO | ALTRIA GROUP INC | $20.56万 | 0.03% | 2,857 | 2,857 | — | $20.56万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $20.24万 | 0.03% | 4,780 | -582 | -10.9% | -$2.46万 | 重新持有 |
| — | PUTNAM ETF TRUST | $16.59万 | 0.03% | 20,810 | 0 | 0.0% | — | 不变 |
| PSEC | PROSPECT CAP CORP | $3.48万 | 0.01% | 15,070 | -5,500 | -26.7% | -$1.27万 | 减仓 |
| — | ACTINIUM PHARMACEUTICALS INC | $2.16万 | 0.00% | 22,000 | 0 | 0.0% | — | 不变 |
| — | FILANA THERAPEUTICS INC | $1.59万 | 0.00% | 13,400 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -1 | -100.0% | -$71.81万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -484 | -100.0% | -$29.25万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,047 | -100.0% | -$23.66万 | 清仓 |
| RTX | RTX CORPORATION | $0 | 0.00% | 0 | -1,048 | -100.0% | -$20.22万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -1,291 | -100.0% | -$20.05万 | 清仓 |
| TIP | ISHARES TR | $0 | 0.00% | 0 | -1,815 | -100.0% | -$20.03万 | 清仓 |
| F | FORD MTR CO | $0 | 0.00% | 0 | -10,177 | -100.0% | -$11.74万 | 清仓 |
| AI | C3 AI INC | $0 | 0.00% | 0 | -10,700 | -100.0% | -$9.01万 | 清仓 |